Original filing (PDF)20240828084946NAL0011627777001

THE TAX-EFFICENT GROUP LLC

Name: THE TAX-EFFICENT GROUP LLC — THE TAX-EFFICIENT GROUP LLC, Form 5500 (2023)
Creator: THE TAX-EFFICENT GROUP LLC

Form 5500-SF

FILING_RECEIVED

THE TAX-EFFICIENT GROUP LLC

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$28K

Net assets (EOY)

$28K

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE TAX-EFFICENT GROUP LLC.

Plan sponsor

Name

THE TAX-EFFICENT GROUP LLC

EIN

92-0465805all filings

Address

400 W. MAIN ST. · SUITE 160 · BABYLON, NY · 11702

Phone

(484) 895-5690

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2023-12-31

Filed

2024-08-28

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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